IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,747
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$27.4M
3
+$22.8M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$21.8M
5
T icon
AT&T
T
+$21.3M

Top Sells

1
+$16.1M
2
+$10.7M
3
+$6.94M
4
IYLD icon
iShares Morningstar Multi-Asset Income ETF
IYLD
+$6.24M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$5.51M

Sector Composition

1 Consumer Staples 6.57%
2 Healthcare 6.29%
3 Financials 6.06%
4 Energy 5.39%
5 Communication Services 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$13K ﹤0.01%
+294
2627
$12K ﹤0.01%
+999
2628
$12K ﹤0.01%
488
-7
2629
$12K ﹤0.01%
275
2630
$12K ﹤0.01%
+220
2631
$12K ﹤0.01%
+829
2632
$12K ﹤0.01%
160
+124
2633
$12K ﹤0.01%
+5
2634
$12K ﹤0.01%
1,000
2635
$12K ﹤0.01%
+1,150
2636
$12K ﹤0.01%
+430
2637
$12K ﹤0.01%
+190
2638
$12K ﹤0.01%
+105
2639
$12K ﹤0.01%
+546
2640
$12K ﹤0.01%
+125
2641
$12K ﹤0.01%
700
+200
2642
$12K ﹤0.01%
135
+114
2643
$12K ﹤0.01%
+793
2644
$12K ﹤0.01%
150
-41
2645
$12K ﹤0.01%
+812
2646
$12K ﹤0.01%
+1,188
2647
$12K ﹤0.01%
+216
2648
$12K ﹤0.01%
+356
2649
$12K ﹤0.01%
+900
2650
$12K ﹤0.01%
+305
104 105
106
107 108